Managing a Workplace Giving Campaign

Using a combination of appeals, funds and custom donation fields will give you the ability to track multiple aspects of your campaign. You will be able to use the appeal, fund and custom donation fields to create SmartLists and to send mail, receipts and acknowledgements. Click on Settings/Financial and Accounting/Manage Accounts and Funds -to add, edit and delete accounts and funds. Click on Settings/ Fields, Lists and More/Manage Donation Custom Fields to add donation custom fields

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